We have two vacancies with a similar brief. In both cases our client is a long established independently owned Wealth Manager and able to offer substantial Compliance air cover. One is working from home, the other is hybrid/office based. The Position Senior positions within the firm where remuneration will be attractive and tied to results. Therefore an existing substantial client base and contacts to develop the income side of the firm are a distinct advantage for those applying. Responsibilities An excellent opportunity for like minded professionals who may already have his or her own client portfolio and would relish an opportunity to join a small and stable environment. These are not product or sales based roles, but rather one demanding excellent market awareness and a keen understanding of individual client needs. The culture of these organizations together with the client make-up requires a consistent ability to deliver, develop and support a broad range of high value clients on a personal basis, supporting both his or her own business and where necessary, assisting with managing the existing client base. Skills & Qualifications Excellent relationship skills and a willingness to engage with existing and potential clients are essential. Both firms are JFSC regulated and your ability to meet an appropriate accreditation is expected.
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